GLOBAL FUND EXCHANGE

I N V E S T I N G I N V I TA L A S S E T S

Our planet was not given to us by our parents. It was loaned to us by our children. Invest wisely.

OUR VISION
We firmly believe that forward-thinking, purpose-driven investments can yield profits while helping to make the world a better place for ourselves, our children and generations to come. Our investors have made an active, responsible choice to align their portfolios and their investment decisions with our planets most pressing needs in energy, agriculture, water and scarce resources. INVEST W ITH PURPOSE. L E AV E A L E G A C Y.

ABOUT US
A N R I C B L AT T Chairman and Founder
Principal activities: strategy allocation, portfolio management, manager research, due diligence, new product development & structuring Experienced specialist investor in energy, hedge funds, systematic trading and commodities Successfully built a number of multi-manager fund management companies over past 15 years

LAURALOUISE DUFFY Chief Executive

Diverse 20 year career in finance and hedge funds Experience across multitude of asset classes, both emerging & developed markets Extensive background in risk management, manager due diligence, legal, compliance, product structuring and development, and hedge fund operational management

TEAM MEMBERS

INVEST IN MEGA MACRO TRENDS

STRATEGY HIGHLIGHTS 80+ million people joining the planet each year Rapid industrialization of India, China, South East Asia, Latin America causing severe strain on existing resources Severe water stress experienced in most productive parts of the world Exciting opportunity set throughout agriculture and scarce resource complex through niche boutique specialists across the world

FLAGSHIP VEHICLES
Earth Wind & Fire Fund

AquaTerra Fund
Hybrid Energy Fund

White Label Fund Solutions

Bespoke Consulting & Portfolio Construction

SIGNIFICANT ALPHA ADDED THROUGH:

Diversification across, geographies, sectors, asset classes, instruments & styles Strategic manager selection & deep due diligence Strategic & tactical global macro asset allocation

CLEAN ENERGY
SIGNIFICANT GROWTH Record $260 billion global new investment in clean energy in 2011 Sky-rocketing growth in Asia. Chinas earmarked investments in clean energy over coming decade to top $750 billion (12 th Five year plan) In 2010, wind, solar, wave and biomass energy drew $187 billion in new investment compared with $157 billion for natural gas, oil and coal GLOBAL RENEWABLE ENERGY POLICIES Pressing need for new power capacity is spurring clean energy investments in South & Central America, the Middle East & Africa Number of countries with policy support for renewable energy policy more than doubled from an estimated 55 in 2005 to 119 in 2011 ENERGY SMART TECHNOLOGIES

Fastest growing sub-set of clean energy

Technologies designed to use electricity and fuel more efficiently across all modalities, including: advanced transportation smart grid building-integrated solar energy storage

digital storage
energy efficient lighting

batteries
fuel cells

ENERGY
RISING DEMAND FOR ENERGY Primary energy use expected to grow 40% by 2025, with 93% of growth to come from developing world economies. By 2025, global oil demand is predicted to be 60% greater than today Annual rate of oil consumption growing swiftly in China (+7.5%) & India (+5.5%) PARADIGM SHIFT Fossil fuel energy sources are diversifying and becoming more efficient in light of peak oil concerns Many of OPEC nations, including Saudi Arabia, are already pumping oil from known post peak fields Once field has peaked, rate of decline is dramatic and can be as much as 10%/year UNCONVENTIONAL OIL Big Oil conglomerates shifting focus to shale gals, natural gas, tar sands and deepwater offshore fields Billions invested every year to develop unconventional sources of fuel New horizontal drilling techniques are revolutionizing natural gas industry

AGRI CULT URE

COMPELLING REASONS TO INVEST Limited resources, increasing demand and rising food prices SIGNIFICANT opportunities from field to fork in commodities, farming & seed technology and agribusiness EXPONENTIAL POPULATION GROWTH How will we feed 9 billion+ people by 2050? FAO reports global agriculture production must increase 70% to meet new demand Nearly all new demand coming from developing world, where agricultural demand is set to double Historic shift in global dietary patterns as middle class shifts to a more meatcentric/energy-intensive diet. (Significant knock-on effect on water and arable land use) Noteworthy trend in developing countries, where meat consumption is growing 3X faster than rest of the world. FOOD SUPPLY/DEMAND GAP Investment in agriculture must rise 47% to $279 billion/year at a minimum Despite years of advances, gains in agricultural yield per acre have slowed to less than 1% a year Agriculture science and technology attracting new investment and government imperatives from countries around the globe

WAT E R
FRESHWATER SCARCITY
Current freshwater sources satisfy only 50% of world demand. By 2025, the world will need 25% more water than is currently available Water scarcity is an economic constraint in major growth markets such as China, India, Indonesia, Australia and the Western United States By 2025, per capita water availability in water-stressed Gulf region will likely decrease by 50% AGRICULTURE/ENERGY/WATER NEXUS Nearly 70% of global water consumption is used for agricultural irrigation. In developing nations, this can be as high as 90% Global agriculture wastes approximately 60% of the 2,500 trillion liters of water it uses every year Dangerous aquifer depletion occurring in major agricultural centers

INEFFICIENT WATER INFRASTRUCTURE

Municipalities commonly lose up to 50% of their water supplies to leaks

U.S. water infrastructure system requires $1 trillion in infrastructure upgrades

Gulf countries plan to invest $300 billion plus in crucial water projects

China plans to invest $622 billion on water infrastructure over the next decade

N AT U R A L R E S O U R C E S
WIDENING RESOURCE DEFICIT

Resource demand from developing world to exceed developed world by 2015

Demand for iron-ore, aluminum and copper to double over next 15 years, as China develops into worlds largest consumer of metals DID YOU KNOW? BY 2030, ADDITIONAL DEMAND WOULD REQUIRE Another Pilbara region (Australia) every 5 years to meet iron demand Another Saguenay (Canada) every 9 months to meet aluminum demand Another Escondido (Chile) every year to meet copper demand Another Hunter Valley (Australia) every year to meet coal demand Another Ranger (Australia) every four years to meet uranium demand

COAL IS KING
One 1,200 MW coal-fired power plant is being built every week in China. China is on track to triple coal consumption and become a net coal importer EXPANSIVE INVESTMENT OPPORTUNITIES IN: Mining and exploration Timber and paper Minerals Resource production chain Precious and rare earth metals Energy commodities

MAKE A DIFFERENCE

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